Section 2 | Coordinator: View and Approve Applications (Intake Profiles)

[rpradheap]

Dependencies

• Design work is in progress for this story, being tracked in #736

Design

• Initial design attempt from Bai, needs to be picked up by new designer

Engineering

Context:

• This story covers a portion of functionality needed for #454
• The terms "application" and "intake profile" may be used interchangeably.

The Problem

Currently Coordinators do not have the ability to review or approve/deny the application (Intake Profile) submitted by Guest or Host via the HUU system.

User Story:

As a Coordinator, I want to view and approve/deny/request more info for applications submitted by any Guest/Host I am assigned to, so that the Guest/Host can be progressed through the application process.

High Level Approach

Coordinator can click on a Guest/Host from the Dashboard to view the application(s) that Guest/Host has submitted. From there, Coordinator can approve/deny/request more info for the application and leave a comment.

Acceptance Criteria

• [ ] Coordinator can easily find the application(s) submitted by a guest/host when starting from the Dashboard.
• [ ] Coordinator can view all fields in an application
• [ ] Coordinator can see when an application was submitted
• [ ] Each application has a status, initialized as "Submitted" when it is first submitted by a Guest/Host
• [ ] Only the Assigned Coordinator can update the status of the application
• [ ] Assigned Coordinator can set the status of the application to Approved
• [ ] Assigned Coordinator can set the status of the application to Denied
• [ ] Assigned Coordinator can set the status of the application as More Info Needed
  • [ ] When Coordinator marks the application as More Info Needed, the Guest/Host is allowed to resubmit their application
  • [ ] Resubmitted applications are treated as a new version, which is initialized as a copy of the prior version for the Guest/Host to edit
  • [ ] Coordinator can find/view prior versions of the application
• [ ] When the status of the application is updated to any of Approved, Denied, or More Info Needed, Coordinator is required to add a comment
  • [ ] These comments are only visible to Coordinators
• [ ] Guest/Host is notified of changes to their application status.

Metrics

• Number of applications Submitted vs the number of applications responded to (Approved, Denied, or More Info Needed)
• Average Number of resubmissions per Guest/Host
• Number of applications approved vs declined this week, this month, this quarter.

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• The status of the latest application will be rolled up as the overall status of the Guest/Host
  • If the status of a Guest/Hosts latest application is "Submitted" and the Guest/Host has previously submitted an application, the Guest/Host overall status should be "Application Resubmitted"

Future Considerations

• When Coordinator sets status to More Info Needed, being able to specify which questions/fields need to be corrected would be helpful
• Coordinator may want to provide a custom message to the Guest/Host alongside application status updates

[lasryariel]

DRAFT - Rewrite Proposal

Context:

• This story covers a portion of functionality needed for #454
• The terms "application" and "intake profile" may be used interchangeably.

The Problem

Currently Coordinators do not have the ability to review or approve/deny the application (Intake Profile) submitted by Guest or Host via the HUU system.

User Story:

As a Coordinator, I want to view and approve/deny/request more info for applications submitted by any Guest/Host I am assigned to, so that the Guest/Host can be progressed through the application process.

High Level Approach

Coordinator can click on a Guest/Host from the Dashboard to view the application(s) that Guest/Host has submitted. From there, Coordinator can approve/deny/request more info for the application and leave a comment.

Acceptance Criteria

• [ ] Coordinator can easily find the application(s) submitted by a guest/host when starting from the Dashboard.
• [ ] Coordinator can view all fields in an application
• [ ] Coordinator can see when an application was submitted
• [ ] Each application has a status, initialized as "Submitted" when it is first submitted by a Guest/Host
• [ ] Only the Assigned Coordinator can update the status of the application
• [ ] Assigned Coordinator can set the status of the application to Approved
• [ ] Assigned Coordinator can set the status of the application to Denied
• [ ] Assigned Coordinator can set the status of the application as More Info Needed
  • [ ] When Coordinator marks the application as More Info Needed, the Guest/Host is allowed to resubmit their application
  • [ ] Resubmitted applications are treated as a new version, which is initialized as a copy of the prior version for the Guest/Host to edit
  • [ ] Coordinator can find/view prior versions of the application
• [ ] When the status of the application is updated to any of Approved, Denied, or More Info Needed, Coordinator is required to add a comment
  • [ ] These comments are only visible to Coordinators
• [ ] Guest/Host is notified of changes to their application status.

Metrics

• Number of applications Submitted vs the number of applications responded to (Approved, Denied, or More Info Needed)
• Average Number of resubmissions per Guest/Host
• Number of applications approved vs declined this week, this month, this quarter.

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• The status of the latest application will be rolled up as the overall status of the Guest/Host
  • If the status of a Guest/Hosts latest application is "Submitted" and the Guest/Host has previously submitted an application, the Guest/Host overall status should be "Application Resubmitted"

Future Considerations

• When Coordinator sets status to More Info Needed, being able to specify which questions/fields need to be corrected would be helpful
• Coordinator may want to provide a custom message to the Guest/Host alongside application status updates

Design

• https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=2353%3A17352&t=ZM7AykeF7WVNoXkD-0
• [ ] Review Existing Design
• [ ] Updating Design as Needed
• [ ] Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

Team Reviews:

• [ ] Product - Ariel
• [ ] Design - Help Needed
• [ ] Engineering - Help Needed